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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6276 |
6276
Mangham Associates
Charlottesville,
Virginia
| $106M | -$45.2M | -30% | 3.3% | 24.4% | 12 | 50% | 1.2 |
|
| 6277 |
BG
6277
BRX Global
New York
| $106M | -$6.53M | -6% | 4.22% | 65.8% | 8 | 0% | 1.1 |
|
| 6278 |
6278
Smallwood Wealth Investment Management
Red Bank,
New Jersey
| $106M | -$1.63M | -2% | 1.91% | 67.4% | 60 | 16.67% | 0.2 |
|
| 6279 |
6279
Atlantic Private Wealth
Chapel Hill,
North Carolina
| $106M | -$7.97M | -7% | 3.89% | 55.7% | 42 | 4.76% | 0.2 |
|
| 6280 |
AC
6280
Anson Capital
Tyrone,
Georgia
| $106M | +$4.41M | +4% | 2.87% | 50.5% | 71 | 22.54% | 0.2 |
|
| 6281 |
6281
Mendel Capital Management
Little Rock,
Arkansas
| $106M | -$3.2M | -3% | 4.24% | – | 72 | 5.56% | 0.2 |
|
| 6282 |
6282
Triad Investment Management
Newport Beach,
California
| $106M | -$4.42M | -4% | 1.63% | – | 66 | 9.09% | 1.6 |
|
| 6283 |
6283
Empirical Capital Management
Hendersonville,
Tennessee
| $106M | +$4.28M | +4% | 5.05% | – | 24 | 20.83% | 1.7 |
|
| 6284 |
MAM
6284
Miria Asset Management
St. Julians,
Malta
| $106M | -$5.17M | -5% | 9.01% | 265% | 18 | 77.78% | 0.3 |
|
| 6285 |
6285
Crestmont Private Wealth
Houston,
Texas
| $105M | -$146K | -0.1% | 3.06% | 54.8% | 58 | 34.48% | 0.2 |
|
| 6286 |
6286
FSC Wealth Advisors
Fishkill,
New York
| $105M | -$42.1M | -29% | 4.42% | 34.3% | 199 | 18.09% | 0.2 |
|
| 6287 |
JAIC
6287
Josh Arnold Investment Consultant
Edina,
Minnesota
| $105M | -$4.1M | -4% | 0.02% | 272% | 29 | 65.52% | 0.1 |
|
| 6288 |
6288
Longitude (Cayman)
Grand Cayman,
Cayman Islands
| $105M | -$82.3M | -44% | 16.1% | – | 65 | 47.69% | 0.6 |
|
| 6289 |
6289
Aletheian Wealth Advisors
Bellevue,
Washington
| $105M | +$3.36M | +3% | 5.22% | – | 55 | 14.55% | 0.2 |
|
| 6290 |
6290
Western Standard LLC
Los Angeles,
California
| $105M | -$63.7M | -38% | 6.13% | 83.7% | 35 | 45.71% | 1.1 |
|
| 6291 |
6291
Empirical Asset Management
Wellesley,
Massachusetts
| $105M | +$1.56M | +2% | 2.29% | 94.5% | 192 | 46.35% | 0.2 |
|
| 6292 |
6292
Aspire Capital Advisors
Seattle,
Washington
| $105M | +$75.2M | +251% | 4.59% | 59.3% | 43 | 81.4% | 0.1 |
|
| 6293 |
6293
First Community Trust
Dubuque,
Iowa
| $105M | -$15.9M | -13% | 2.89% | 128% | 383 | 4.18% | 0.2 |
|
| 6294 |
6294
Kraematon Investment Advisors
Braintree,
Massachusetts
| $105M | -$6.54M | -6% | 3.91% | 80.5% | 97 | 7.22% | 0.2 |
|
| 6295 |
6295
Wulff, Hansen & Co
San Rafael,
California
| $105M | -$10.7M | -9% | 1.4% | 85.8% | 99 | 14.14% | 0.2 |
|
| 6296 |
6296
Courage Capital Management
Nashville,
Tennessee
| $105M | -$46.6M | -31% | 3.15% | 86.5% | 43 | 34.88% | 1.9 |
|
| 6297 |
6297
Syncona Portfolio
St Peter Port,
Guernsey
| $105M | $0 | 0% | 33.7% | 6.19% | 4 | 0% | 0.3 |
|
| 6298 |
6298
BCR Wealth Strategies
Vestavia,
Alabama
| $105M | -$1.14M | -1% | 4.73% | 42.2% | 123 | 6.5% | 0.2 |
|
| 6299 |
6299
First Affirmative Financial Network
Colorado Springs,
Colorado
| $104M | -$5.19M | -5% | 4.36% | – | 166 | 14.46% | 0.5 |
|
| 6300 |
6300
TrueWealth Financial Partners
Bellevue,
Washington
| $104M | +$1.7M | +2% | 1.42% | 36.4% | 14 | 7.14% | 0.2 |
|